Account Workflow Models provide institutions with the ability to increase the efficiency of the application process by ensuring only relevant screens appear within the workspace. In addition to assigning screens to the workspace, account workflow models enable administrators to create a roadmap for completing applications using screens.

For more information, please see the Account Workflow Models topic within this guide.

Account Decision Models use business rules and matrices based on institution-wide new account policies and tolerances to automatically determine if an applicant meets criteria to attain an account at the financial institution.

Account Decision models process when is clicked within a non-member application. For more information, please see the Decision Models topic within this guide.

Account Validation Models use business rules to ensure data within a non-member loan application matches an expected value prior to rendering a decision, generating documents, and issuing disbursement for a new account. Upon execution, the Validation rules assigned to the Account Validation Model automatically evaluate the data entered within an application and can be configured to issue an error, warning, or information message to prevent or continue the application process, as well as create a to-do for Disbursement, Post-Disbursement, and/or Post-Decline action items.

Account Validation Models process throughout various stages of an application. For more information, please see the Validation Models topic within this guide.